Follow-Up Feedback and Reporting

Feedback and reporting help you measure the effectiveness of your follow-up efforts.

Adding Feedback:
1. Open a follow-up from the list
2. Scroll to the "Feedback" section
3. Click "Add Feedback"
4. Enter notes about the interaction
5. Optionally change the follow-up status
6. Save

The feedback timeline shows all interactions chronologically, making it easy to see the full conversation history.

Follow-Up Reports:
Access detailed reports from the Follow Ups > Report page:
- Total follow-ups created (by date range)
- Completion rates
- Average response time
- Follow-ups by type (New Member, Visitor, etc.)
- Team member performance

Export Options:
- Export reports to PDF for meetings
- Export to CSV for further analysis
- Print individual follow-up summaries

Best Practices:
- Follow up with new members within 48 hours
- Set realistic due dates
- Add detailed feedback for future reference
- Use high priority for urgent needs

Regular reporting helps identify areas where your care team can improve.